SOURCE: FiComm Partners

FiComm Partners

October 22, 2015 15:44 ET

Update - CLS Investments Portfolio Managers Earn Prestigious Chartered Financial Analyst Designation

OMAHA, NE--(Marketwired - October 22, 2015) -

  • Two more CLS Investments portfolio managers are now certified as Chartered Financial Analysts® (CFAs): Josh Jenkins, CFA, Portfolio Manager and Joe Smith, CFA, Senior Market Strategist
  • The Chartered Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world
  • The self-study curriculum includes a series of three intensive examinations and takes most candidates between two and five years to complete

CLS Investments, LLC ("CLS"), a third party money manager and a leading manager of exchange-traded funds ("ETFs"), is proud to announce that two more of its portfolio managers have earned the prestigious Chartered Financial Analyst® (CFA®) designation, the most respected and recognized investment credential in the world. The newest recipients include Josh Jenkins, CFA, Portfolio Manager and Joe Smith, CFA, Senior Market Strategist.

The charter is recognized globally by employers, investment professionals, and investors as a definitive standard by which to measure the competence, integrity, and dedication of serious investment professionals.

"The CFA charter remains the gold standard credential for our industry, and I'm thrilled that two more of our portfolio managers have become charter holders," said Rusty Vanneman, CFA, Chief Investment Officer of CLS Investments. "At CLS, we pride ourselves on continuing education for our team members. Earning the CFA charter demonstrates that they have the necessary work ethic, perseverance, knowledge, skills, and experience needed for investment analysis and management in today's global markets."

Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.

"For 50 years, candidates have sought to earn the CFA charter for two chief reasons," said John Bowman, CFA, Managing Director, Americas, at CFA Institute. "One, to expand and test their knowledge of current practice across a broad range of investment topics, and two, to demonstrate to clients, employers, and peers their mastery of a demanding body of knowledge."

Currently, there are six portfolio managers who are chartered at CLS: Grant Engelbart, CFA, Portfolio Manager, Josh Jenkins, CFA, Portfolio Manager, Scott Kubie, CFA, Chief Strategist, J.J. Schenkelberg, CFA, Senior Portfolio Manager, Joe Smith, CFA, Senior Market Strategist, and Rusty Vanneman, CFA, Chief Investment Officer.

To learn more about CLS, visit More information about the CFA Institute can be found at

About CLS Investments

CLS is an Omaha-based, family-owned and operated boutique registered investment advisor managing in excess of $6 billion. As one of the largest third party money managers and ETF strategists in the U.S., CLS partners with thousands of advisors, plan sponsors, and institutions to offer a full suite of outsourced portfolio management solutions for more than 35,000 individual investors. CLS specializes in creating portfolios based on a distinct risk budgeting methodology and active asset allocation approach. The CLS investment process is governed by systematic research across asset classes and strategies and the continuous measuring of risk. CLS claims compliance with the Global Investment Performance Standards (GIPS®) CLS Investments, LLC is a registered investment adviser. To obtain a copy of a fully compliant presentation and/or a list of composite descriptions, contact us at 888-455-4244. CLS is a member of NorthStar Financial Services Group (NorthStar), which currently has more than $332 billion* in assets under management and administration. To learn more, visit

*As of 9/30/2015

About CFA Institute

CFA Institute is the global association for investment professionals. It administers the CFA and CIPM curriculum and exam programs worldwide; publishes research; conducts professional development programs; and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. CFA Institute has more than 115,000 members, who include the world's more than 100,000 CFA charterholders, in 138 countries and territories, as well as 138 affiliated professional societies in 60 countries and territories. More information may be found at

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